Microsoft xRM4Legal Strategic Marketing & Business Development September 2013

More than just marketing, xRM4Legal offers law firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment. xRM is the evolution of CRM, where the X in xRM stands for Extended Relationship Management. xRM is based on Microsoft CRM and the .NET platform.

Agenda

1. Why xRM4Legal

– Microsoft platform – xRM (Extended Relationship Management)

– Configurable/adaptable

– Affordable – 3 license types support Marketing/BD and Support Staff and Fee Earners with role-based security

2. Demonstration discussion

– xRM for marketing and business development

– Advanced/”power” user interface

– Fee Earner Interface

Product background

1. Powered by Microsoft Dynamics CRM 2011 (V5) – over 4 million users, 35,000+ firms

2. CRM4Legal “genesis” (V3 and V4) – acquired by Aderant in 2011

3. Experience of over 50 medium to large legal CRM implementations globally

4. Over 200 legal customizations

5. Integration options with major PMS and DMS systems

Why xRM4Legal?

1. Fulfil firm ambitions for a strategic, centralized approach to business development (single click access)

2. Enable, operate and enforce defined (data) quality standards and processes

3. Engage senior management with easy access and visibility of relationships, firm and practice performance

4. Allow Fee Earners easy access, creation and update of records with critical BD info (user adoption)

Strategic BD capabilities

Key Account Management

– Segment and manage key clients with focussed client plans

– Monitor team and practice performance

Cross-Sell

– View coverage of practice areas and services across key clients

– Identify service gap opportunities and attrition risk weakness

Referral and Intermediary Management – Track inbound referrals and identify most effective referral partners

– Enable and track outbound referrals to ensure support for best partners

Private Clients – Separately recognize and manage individuals for maximum satisfaction and return

Firm-wide Collaboration – Social collaboration facilities provide visibility of client activity and easy identification of key individuals

– internal, client and intermediary

Demonstration

1. Dashboard – Social / BD Overview Opportunities Clients, Contacts, Relationship Map, Marketing Lists

2. Dashboard – Key Account Management Client Plans

3. Dashboard – Referrals and Intermediary Leverage

4. Dashboard – Marketing/Events Event record

5. Fee Earner Interface – context sensitive CRM dynamically delivered – Opportunities, Appointments, LinkedIn, Google Map, Driving Directions, Compose a New Email, Copy to your Address Book

Dashboard – Social Overview

Easy presentation of expected business with

social updates on progress to aid

collaboration between people and teams

Dashboard – BD Overview

Comprehensive detail of business performance by sectors, practices, clients,

with personal actions (tight integration with Outlook

Calendar and Tasks)

Single Click to Open Opportunities List

Complete visibility of potential new Matters. Can be

segregated to firm, practice, team or individual only views; drilldown to Client, Contact or

Opportunity

Single Click to Opportunity Record

Easy capture of critical information – Practice Area, Referrer capture can be mandated; integrated business/social networking; enforce firm processes

around client selection, compliance, terms and conditions

Single Click to Client Contact

Single click access to company and contact records, LinkedIn profile, email marketing communications/MailChimp, Relationship

Map (bi-directional) and marketing/mailing lists

Integrated Social Web – LinkedIn etc.

Add to Marketing List – Bulk Email Stats

Two-way Relationship Map – “Who Knows”

Dashboard – Key Accounts

Track performance of top accounts and contacts

including email/marketing communications. Manage

growth with dedicated firm and practice client plans

Single Click to Client Plan List

Single Click to Client Plan Record

Highly manage key client across firm and practices

with individual client plans with specific targets and performance measures

Dashboard – Referrers

Easily identify top Referral partners by number and value of referrals. Also by

success

Dashboard – Events

Maximize value and return from marketing events with detailed analysis

and repeatable templates of best campaigns; Hone performance of

marketing activities through target setting and results monitoring

Single Click to Events List

Single Click to Events Record

Ensure the best performing events with repeatable

templates to capture and streamline planning and

organization

Dashboard – Organizations/Companies

Review Organization/Company

records with drag and drop Charts & Dashboard views

xRM4Legal Fee Earner Interface

xRM4Legal Fee Earner Interface guarantees user adoption with

dynamic display of CRM content

xRM4Legal Folders in Favorites

xRM4Legal Folders Navigation Pane for Advanced Users and

Admins

CRM Options in Outlook Ribbon

Mobility – Anytime Access, Any Device

Thank you!

For more information:

Microsoft xRM4Legal www.xRM4Legal.com

DBlumentals@xRM4Legal.com

+61 409 245 354